Siebel Public Sector Guide > Managing Investigative Cases > Developing Cases for Investigation >

Reviewing Approvers for a Case

This task is a step in Process of Managing Investigative Cases.

Cases sometimes require approval from several people in an organization. Using the Administration - Case screen, administrators can set up templates from which users can then select an appropriate option. Each template includes a predefined list of approvers. See Creating Case Approval Templates for more information.

To associate an approval template with a case

1. Navigate to the Cases screen > Cases List view.
2. Select a case record.
3. In the Case form's Approval Template field, select a template for the record.

   NOTE:  The templates from which you can select are dependent on the values you have entered for the Category, Territory, Priority, Start Date, and Status fields. If your agency uses the Threat Type and Threat Category fields, these also determine the templates which are displayed for selection. See Creating Case Approval Templates for more information.

   When you select an approval template, the Cases screen > Cases List > Approvers view is automatically populated with the template's list of approvers.

To view an approver list

1. Navigate to the Cases screen > Cases List view.
2. Select a record and drill down on the Case Name field.
3. Click the Approvers view tab.
4. View the record and the fields as appropriate.

   The following table describes some of the fields.

   Field	Comments
   Position	The position held by the approver.
   Sequence Number	The sequence number indicates where the current approver is in the chain of approval. For example, entering 1 in this field indicates that the approver is the first person to which the case should be routed for approval.